Hortonworks opportunity?

https://seekingalpha.com/news/3329695-hortonworks-reports-q4…

The earnings and guidance were spectacular and the stock dropped 10%? This has to be the opportunity of the correction so far along with Paypal, Micron and Nutanix.

Ant

3 Likes

The earnings and guidance were spectacular and the stock dropped 10%? This has to be the opportunity of the correction so far along with Paypal, Micron and Nutanix.

I very much agree on PYPL, HDP, and MU, Ant. I don’t know much about NTNX, but I’m sure you’re right.

Also, it’s not just 10%. Sure, that’s what HDP dropped Friday, but it was down from $21+ to ~$19 already, in just the last couple weeks.

Bear

Bear - yeh, I mean’t 10% on top of the already market tracking 10% correction.
Ant

Selling HDP was one of my worst moves in 2017. There weren’t a lot of bad ones so I can live with it. I exited around $14 and am looking to get back in after a quick review of their last earnings. However, I did see some negative info about HDP recently that I need to look for again. That negative info didn’t seem to show up this quarter I’ll admit.

Anyway, worth taking another look for sure.

A.J.